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iShares Gold Trust
IAU

Overview Fund Activity

875 hedge funds and large institutions have $16B invested in iShares Gold Trust in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 316 increasing their positions, 278 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.37%
Holding in Top 10
102
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.03%
% of All Funds
1.79%
New
98
Increased
316
Reduced
278
Closed
81
Calls
$27.5M
Puts
$9.34M
Net Calls
+$18.2M
Net Calls Change
-$6.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$302M
2
Charles Schwab
2
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
HNB
5
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
201
Alexandria Capital
Virginia
$6.66M -$166K -4,962 -2%
CA
202
Corrado Advisors
New Jersey
$6.65M -$20.4K -610 -0.3%
MWM
203
Moulton Wealth Management
Washington
$6.65M -$4.6M -137,402 -41%
SPIA
204
Steward Partners Investment Advisory
New York
$6.58M -$605K -18,109 -8%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$6.5M +$414K +12,395 +7%
AA
206
Ancora Advisors
Ohio
$6.39M -$31.4K -941 -0.5%
CA
207
Cambridge Associates
Massachusetts
$6.36M +$6.36M +190,377 New
BWP
208
BSW Wealth Partners
Colorado
$6.33M +$104K +3,120 +2%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$6.33M -$3.75M -112,203 -37%
WAM
210
Wallington Asset Management
Indiana
$6.28M +$130K +3,880 +2%
WMP
211
Wealth Management Partners
Arizona
$6.07M +$194K +5,818 +3%
CB
212
Community Bank
New York
$6.06M – – –
GI
213
GAMCO Investors
Connecticut
$6.05M – – –
IWP
214
Insight Wealth Partners
Texas
$5.93M -$609K -18,242 -9%
EP
215
Eudaimonia Partners
Tennessee
$5.84M +$591K +17,692 +11%
NAM
216
NTV Asset Management
West Virginia
$5.83M -$9.02K -270 -0.2%
BRWA
217
B. Riley Wealth Advisors
Florida
$5.78M +$312K +9,341 +6%
EW
218
Evoke Wealth
California
$5.77M -$13.6K -407 -0.2%
HSA
219
Hussman Strategic Advisors
Maryland
$5.56M +$1.52M +45,500 +38%
PAMS
220
Pictet Asset Management (Switzerland)
Switzerland
$5.54M +$5.54M +165,920 New
AF
221
Allworth Financial
California
$5.5M +$3.84M +114,943 +231%
USAA
222
United Services Automobile Association
Texas
$5.49M -$1.12M -33,496 -17%
SFP
223
Shepherd Financial Partners
Massachusetts
$5.46M -$4.19M -125,158 -43%
GA
224
GFS Advisors
Texas
$5.34M -$130K -3,904 -2%
TW
225
TrinityPoint Wealth
Connecticut
$5.34M -$61.8K -1,850 -1%
7 8
9
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